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Roadmap

Pocketr is built around a simple idea: make personal and household budgeting clear, trustworthy, and easy to run yourself. This roadmap outlines completed capabilities, active work, and the project's future direction.

The roadmap will change as the project evolves. Items listed here are direction-setting, not fixed release promises.

Legend​

DoneIn progressPlannedExploring

Core Budgeting​

Account Management​

  • Create and update accounts
  • Archive accounts without losing their financial history

Transaction Management​

  • Create and delete transactions
  • Double-entry bookkeeping foundation for accurate balances and transfers
  • Update existing transactions

Category Management​

  • Create, update, and delete transaction categories

Dashboard And User Experience​

  • Initial dashboard with spending insights
  • Expand dashboard insights and financial summaries
  • Improve filtering behavior and redesign filtering controls across the application
  • Continue refining the application layout and overall UX/UI

Household Collaboration​

  • Create, update, and delete households
  • Invite and remove household members
  • Share accounts with household members
  • Transfer funds between shared accounts

Currencies And Localization​

  • Top priority: Introduce multi-currency support
  • Localize Pocketr, beginning with English and Bulgarian

Developer Experience​

  • Easy-to-set-up local infrastructure for development and contributions

Documentation​

  • User guides for common budgeting workflows
  • Deployment guides for supported environments
  • Practical examples demonstrating how to use Pocketr effectively

Bank Integrations​

  • Evaluate secure integrations with financial institutions across Europe, Asia, and the United States

Intelligent Financial Guidance​

  • Use AI to provide personalized suggestions based on accumulated financial data

Investments And Net Worth​

  • Track cryptocurrencies, stocks, and exchange-traded funds (ETFs)
  • Monitor net worth and portfolio performance, including gains and losses
  • Provide insights into portfolio allocation and performance over time